Tortoise Investment Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-365
| Closed | -$24.4K | – | 1374 |
|
|
2025
Q3 | $24.4K | Hold |
365
| – | – | ﹤0.01% | 485 |
|
|
2025
Q2 | $25.1K | Hold |
365
| – | – | ﹤0.01% | 475 |
|
|
2025
Q1 | $24.5K | Hold |
365
| – | – | ﹤0.01% | 466 |
|
|
2024
Q4 | $23.3K | Sell |
365
-67
| -16% | -$4.52K | ﹤0.01% | 522 |
|
|
2024
Q3 | $31.6K | Buy |
432
+8
| +2% | +$553 | ﹤0.01% | 491 |
|
|
2024
Q2 | $26.2K | Hold |
424
| – | – | ﹤0.01% | 496 |
|
|
2024
Q1 | $23.9K | Hold |
424
| – | – | ﹤0.01% | 485 |
|
|
2023
Q4 | $23.1K | Hold |
424
| – | – | ﹤0.01% | 465 |
|
|
2023
Q3 | $23.6K | Sell |
424
-31
| -7% | -$1.79K | ﹤0.01% | 447 |
|
|
2023
Q2 | $26.7K | Hold |
455
| – | – | ﹤0.01% | 431 |
|
|
2023
Q1 | $26.6K | Hold |
455
| – | – | ﹤0.01% | 424 |
|
|
2022
Q4 | $25.8K | Buy |
455
+2
| +0.4% | +$107 | ﹤0.01% | 420 |
|
|
2022
Q3 | $22K | Sell |
453
-67
| -13% | -$3.5K | ﹤0.01% | 436 |
|
|
2022
Q2 | $27K | Hold |
520
| – | – | 0.01% | 387 |
|
|
2022
Q1 | $27K | Hold |
520
| – | – | 0.01% | 387 |
|
|
2021
Q4 | $31K | Hold |
520
| – | – | 0.01% | 345 |
|
|
2021
Q3 | $32K | Hold |
520
| – | – | 0.01% | 325 |
|
|
2021
Q2 | $34K | Hold |
520
| – | – | 0.01% | 311 |
|
|
2021
Q1 | $33K | Hold |
520
| – | – | 0.01% | 299 |
|
|
2020
Q4 | $35K | Buy |
520
+31
| +6% | +$2.1K | 0.01% | 272 |
|
|
2020
Q3 | $34K | Buy |
489
+356
| +268% | +$23.8K | 0.01% | 258 |
|
|
2020
Q2 | $8K | Hold |
133
| – | – | ﹤0.01% | 388 |
|
|
2020
Q1 | $8K | Hold |
133
| – | – | ﹤0.01% | 398 |
|
|
2019
Q4 | $9K | Hold |
133
| – | – | ﹤0.01% | 430 |
|
|
2019
Q3 | $9K | Hold |
133
| – | – | ﹤0.01% | 420 |
|
|
2019
Q2 | $9K | Hold |
133
| – | – | ﹤0.01% | 445 |
|
|
2019
Q1 | $9K | Hold |
133
| – | – | ﹤0.01% | 428 |
|
|
2018
Q4 | $8K | Hold |
133
| – | – | ﹤0.01% | 413 |
|
|
2018
Q3 | $8K | Hold |
133
| – | – | ﹤0.01% | 421 |
|
|
2018
Q2 | $8K | Hold |
133
| – | – | ﹤0.01% | 432 |
|
|
2018
Q1 | $8K | Sell |
133
-103
| -44% | -$6.27K | ﹤0.01% | 412 |
|
|
2017
Q4 | $15K | Hold |
236
| – | – | ﹤0.01% | 350 |
|
|
2017
Q3 | $15K | Hold |
236
| – | – | ﹤0.01% | 325 |
|
|
2017
Q2 | $14K | Hold |
236
| – | – | ﹤0.01% | 322 |
|
|
2017
Q1 | $13K | Buy |
236
+103
| +77% | +$5.21K | ﹤0.01% | 308 |
|
|
2016
Q4 | $6K | Hold |
133
| – | – | ﹤0.01% | 388 |
|
|
2016
Q3 | $7K | Hold |
133
| – | – | ﹤0.01% | 352 |
|
|
2016
Q2 | $7K | Hold |
133
| – | – | ﹤0.01% | 360 |
|
|
2016
Q1 | $7K | Hold |
133
| – | – | ﹤0.01% | 315 |
|
|
2015
Q4 | $6K | Hold |
133
| – | – | ﹤0.01% | 349 |
|
|
2015
Q3 | $6K | Hold |
133
| – | – | ﹤0.01% | 332 |
|
|
2015
Q2 | $6K | Hold |
133
| – | – | ﹤0.01% | 350 |
|
|
2015
Q1 | $6K | Buy |
+133
| New | +$6.38K | ﹤0.01% | 333 |
|
Other funds holding UL
Tortoise Investment Management's UL Position: Q4 2025 in Review
Tortoise Investment Management sold out of Unilever (UL) in Q4 2025, closing a stake of 365 shares — an estimated $24.4K sold.
Tortoise Investment Management first reported a position in UL in Q1 2015 and held it in 43 quarters. The position peaked at $35K in Q4 2020. 1,153 funds tracked by Wall St. Rank hold UL as of Q4 2025.
- Tortoise Investment Management reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 365 Unilever shares in Q4 2025, an estimated $24.4K.
- Tortoise Investment Management first reported a position in Unilever in Q1 2015 and held it in 43 quarters.
- Tortoise Investment Management's Unilever position peaked at $35K in Q4 2020.
- 1,153 funds tracked by Wall St. Rank held Unilever as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.